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Clients expect new communication methods to persist post-pandemic

You can also boost your services through customization and family referrals, a survey finds

  • By: Staff
  • July 29, 2020 July 29, 2020
  • 11:21
Close up of human hands using virtual panel

Building a book post-pandemic

Advisors look to team high tech with human touch

multiracial business meeting in boardroom, sitting at a table

Tips to instil client loyalty

A report warns of a looming loyalty crisis and how to overcome it

Businessman working on Desk office business

Sun Life app allows advisors to submit digital insurance applications

The tool also allows advisors to gather e-signatures from clients

  • By: Staff
  • July 21, 2020 July 21, 2020
  • 10:36
Person marking the date of the 15th with a pencil on a blank calendar with date squares as a reminder of an important day or to schedule a meeting or event

Valuing assets in a divorce: what you need to know

Factors to consider in the context of the pandemic

Case study: Financial planning for a year abroad

Lining up a job is the easy part. The experts help with budgeting, tax planning and maintaining resident status.

A post-pandemic upgrade for advice

Getting intentional about putting clients first

Businessman hand holding paper plane on front of vintage full frame black blank blackboard no frame and couple clouds

What’s your top message for clients amid economic uncertainty?

Advisors talk about how they deliver this tough information

work-from-home-office

Get ready for your close-up

Virtual meetings aren’t likely to stop when the crisis ends

Can you help this risk-averse client?

Advisors share strategies for working with a conservative retiree

Amy Fish

Client Confidential: Amy Fish

This article appears in the June 2020 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles…

Businessman conquest of adversity

Downturns often mean an uptick in claims against advisors

Legal experts offer tips for protecting yourself in good times and bad

DIY investors less satisfied with their firms: J.D. Power

Self-directed firms will need to resolve website problems quickly if they want to keep new clients

Crisis provides opportunity for prospecting online

Webinars replace seminars as advisors look to demonstrate value

How to hold compliant virtual meetings

Tips for video-conferencing with clients

How medical symptom checkers can shine a light on robo-advice

The limits of expert systems

How to talk to clients about RI

Advisors shared their experiences during an RIA virtual panel

Post-traumatic growth webinar

In this webinar replay, learn how living through a crisis can make both you and your company stronger

  • By: Staff
  • May 25, 2020 June 23, 2020
  • 14:00

IIROC’s revised CE rules to take effect Jan. 1

Advisors could face suspensions if their firms don’t report credits on time

FP Canada Institute launches education programs

Programs will be mandatory for those seeking the CFP

  • By: Staff
  • October 2, 2019 October 2, 2019
  • 10:56

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 March 19, 2019
  • 00:00

Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

  • By: Al Emid
  • November 6, 2013 December 9, 2019
  • 07:00

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

  • By: Al Emid
  • October 30, 2013 December 9, 2019
  • 07:00

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll